Productivity

Mobile Apps

Manage your pipeline, contacts, and opportunities with Pipeliner CRM Mobile for iOS/Android. Access KPIs, scan business cards, log activities, and sync data instantly—even offline. Close deals anywhere.

2025-12-05T13:00:57+00:00

Seamless Email & Document Management

Instantly save email attachments and documents to the correct CRM record (Account, Contact, Opportunity). Centralize all vital sales files for maximum efficiency and context without leaving your inbox.

2025-12-04T21:18:40+00:00

Google Drive Integration

Stop searching and start selling. The Pipeliner CRM + Google Drive integration links your critical sales documents instantly to your CRM records. Achieve superior document integrity and collaboration for every deal.

2025-12-03T19:22:43+00:00

Google Appointments, Contacts & Tasks Sync

Stop wasting time switching apps. Pipeliner CRM syncs seamlessly with Google Calendar, Contacts, and Tasks. Get real-time, bi-directional updates and a unified sales workflow.

2025-12-03T19:27:03+00:00

Custom Pipeline Stages

Design unlimited custom pipelines for sales, HR, service, and more. Unify every business process in Pipeliner. Achieve process excellence.

2025-12-03T12:04:08+00:00

Office 365 Integration

Stop switching apps. Pipeliner CRM offers deep, bi-directional sync with Microsoft 365 (Outlook, To Do, Word/Excel). Unify your Calendar, Contacts, Tasks, and Email tracking to boost sales efficiency and data accuracy.

2025-12-04T20:59:35+00:00

PandaDoc Integration

Close deals faster. Automate proposals, quotes, & contracts directly from Pipeliner CRM with the PandaDoc integration.

2025-12-03T14:39:46+00:00

RingCentral Integration

Pipeliner CRM + RingCentral: The essential CRM telephony integration. Activate Click-to-Dial via the Automation Hub and close deals faster.

2025-12-03T16:13:26+00:00